Convert · Proposals, e-sign & deposits
Closer
Closer turns the consultation into a branded proposal and fee agreement in minutes. Your practitioner approves with one tap, the client signs online and pays the deposit by card in the same flow.
PricingA$3,500 setup · A$390/month
What Closer is
A solution we build and run, not software you subscribe to.
Configured for your practice
Closer is a configured proposal, e-signature and deposit workflow, designed around your workflow and approval points during solution design.
Built on proven tools
We use established third-party tools, preferring ones you already pay for. Typical stack: Document generation (HTML-to-PDF or PandaDoc) · DocuSign or PandaDoc · Stripe · Make · practice CRM.
Run and improved monthly
The monthly fee covers running, monitoring and improving it, and the third-party tools we operate for you, unless your proposal says otherwise.
The problem
Every day between consultation and proposal, the client cools.
Built for practices where the proposal takes days after the consultation and deposits are chased by bank transfer.
Sound familiar?
Signs you need Closer.
- Proposals take longer than 48 hours
- Fee agreements are edited by hand in Word
- Deposits paid by bank transfer, then chased
- No view of which proposals are still open
What it does
What Closer runs for you.
Proposal from the consultation
Consultation notes become a branded proposal and fee agreement in minutes.
One-tap approval
Nothing goes to the client until a practitioner has reviewed and approved it.
Online signing
The client signs on their phone or laptop, with a full audit trail.
Deposit by card
A secure Stripe payment link in the same flow. Bank transfer stays available.
Open-proposal view
See every proposal that’s out, opened, signed or waiting.
Gentle reminders
Unsigned proposals get timed reminders, so nobody has to chase by hand.
How we build it
Live in about four weeks.
- 01
Convert templates and map fields from the CRM
- 02
Generation pipeline, approval step, e-sign and Stripe link
- 03
Ten test scenarios reviewed by the practitioner
- 04
Go-live and team walkthrough
How it runs
What happens every month.
- 01
Watch for failed generations or payment links
- 02
Template and fee refresh
- 03
Report: speed, signed rate, deposits
- 04
Conversion review with the owner
- 05
New stream templates
Where your practitioner decides
Guardrails, built in.
Matterline does not provide legal advice or immigration assistance. Your qualified practitioners give all advice.
- RulePractitioner approval before every send
- RuleAgreement wording owned by the practice
- RuleCard data handled by Stripe only
- RuleEvery version of the document is logged
Getting started
What we need from you
- Current proposal, fee agreement and costs templates
- Fee schedule per practice area
- Stripe account
- E-signature account
- Who approves what (approval matrix)
What you’ll measure
- Hours from consultation to proposal
- Proposal-to-signed rate
- Days to deposit
- Deposit value collected
Exact tools and integrations are confirmed during solution design. What we can connect depends on each system’s API, your subscription tier and the access you grant.
Questions practices ask
Straight answers.
Every matter is different.
Templates per stream with editable fields. Your practitioner can change anything before approving.
Our agreement wording is specific.
We use your wording, locked in your clause library. We never draft legal terms.
Clients don’t like card fees.
You choose to pass on or absorb fees, and bank transfer stays available.
Who writes the agreement wording?
You do. Closer uses your existing wording, locked in your clause library. Matterline never drafts legal terms.
Closer pricing
Prices in AUD, excluding GST. Bundle with Frontdesk, Closer and Connect in the Growth Suite to save on setup.
Start with a Practice Diagnostic.
A few short questions, then a free 30-minute conversation. You’ll leave knowing what’s worth connecting or automating first.